PFG

Piershale Financial Group Portfolio holdings

AUM $157M
1-Year Est. Return 7.08%
This Quarter Est. Return
1 Year Est. Return
+7.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$27.3M
3
+$27.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$13M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$12.7M

Top Sells

1
+$18.8M
2
+$18.7M
3
+$18.7M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$14.4M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$14M

Sector Composition

1 Healthcare 0.6%
2 Consumer Discretionary 0.49%
3 Communication Services 0.45%
4 Industrials 0.44%
5 Technology 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2K ﹤0.01%
+57
177
$2K ﹤0.01%
+25
178
$2K ﹤0.01%
+110
179
– –
0
180
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2
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22
182
$2K ﹤0.01%
+300
183
$2K ﹤0.01%
24
184
$2K ﹤0.01%
177
185
$1K ﹤0.01%
+10
186
$1K ﹤0.01%
216
187
$1K ﹤0.01%
+96
188
$1K ﹤0.01%
73
189
$1K ﹤0.01%
+72
190
$1K ﹤0.01%
100
191
$1K ﹤0.01%
62
-77
192
$1K ﹤0.01%
100
193
$1K ﹤0.01%
12
194
$1K ﹤0.01%
42
-188
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$1K ﹤0.01%
+312
196
$1K ﹤0.01%
57
+1
197
$1K ﹤0.01%
44
198
$1K ﹤0.01%
44
199
– –
0
200
$0 ﹤0.01%
25
6 7
8
9 10